Ridgewood Investments’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Ridgewood Investments’s Portfolio XAR Stock Details XAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-54	Closed	-$11.4K	–	707
2025 Q2	$11.4K	Hold	54	–	–	﹤0.01%	504
2025 Q1	$8.68K	Hold	54	–	–	﹤0.01%	497
2024 Q4	$8.95K	Hold	54	–	–	﹤0.01%	506
2024 Q3	$8.5K	Hold	54	–	–	﹤0.01%	527
2024 Q2	$7.56K	Buy	+54	New	+$7.53K	﹤0.01%	539
2023 Q3	–	Sell	-54	Closed	-$6.56K	–	791
2023 Q2	$6.56K	Hold	54	–	–	﹤0.01%	560
2023 Q1	$6.31K	Buy	+54	New	+$6.28K	﹤0.01%	571

Other funds holding XAR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Ridgewood Investments's XAR Position: Q3 2025 in Review

Ridgewood Investments sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q3 2025, closing a stake of 54 shares — an estimated $11.4K sold.

Ridgewood Investments first reported a position in XAR in Q1 2023 and held it in 7 quarters. The position peaked at $11.4K in Q2 2025. 453 funds tracked by Wall St. Rank hold XAR as of Q3 2025.

Ridgewood Investments reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q3 2025 after selling out during the quarter.
Ridgewood Investments sold 54 State Street SPDR S&P Aerospace & Defense ETF shares in Q3 2025, an estimated $11.4K.
Ridgewood Investments first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2023 and held it in 7 quarters.
Ridgewood Investments's State Street SPDR S&P Aerospace & Defense ETF position peaked at $11.4K in Q2 2025.
453 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.